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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,173 | $106,864-95.2% | $147,318-96.5% | $82,637-93.7% |
| Participation rate | 86.3% | 75.5%+10.8pp | 82.1%+4.2pp | 68.1%+18.2pp |
| Annual return | 19.42% | 27.49%-8.1pp | 70.43%-51.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,259 | $3,417-63.1% | $4,593-72.6% | $2,552-50.7% |
| Participant deferral / active EE | $1,648 | $6,496-74.6% | $7,906-79.2% | $4,126-60.1% |
| Admin fee / account holder | $537 | $8,415-93.6% | $13,708-96.1% | $7,339-92.7% |